MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in ELV — Elevance Health, Inc.
CIK 1607355
GLASTONBURY, CT
Position in ELV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,187
+$1,503 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,515
of 1,592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $1,604,500 across 4 Healthcare Plans names. ELV ranks #3 (0.4% of the industry book) .
All Filings in ELV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,187 | 16 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,684 | 16 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,608 | 16 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,169 | 16 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,223 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,959 | 16 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,902 | 16 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,320 | 16 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,669 | 16 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,296 | 16 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,544 | 16 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,966 | 16 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,108 | 16 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,356 | 16 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,207 | 16 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,267 | 16 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,721 | 16 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,859 | 16 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,416 | 16 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,964 | 16 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,108 | 16 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,743 | 16 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,137 | 16 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,297 | 16 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,207 | 16 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,632 | 16 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||